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Winslow Evans & Crocker’s Raymond James Financial RJF Stock Holding History

Winslow Evans & Crocker’s Portfolio RJF Stock Details RJF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-84
Closed -$3.19K – 1333
2015
Q4 		$3.19K Buy
+84
New +$3.13K ﹤0.01% 1165
2014
Q3 		– Sell
-93
Closed -$3.15K – 1428
2014
Q2 		$3.15K Buy
+93
New +$3.1K ﹤0.01% 1127
2014
Q1 		– Sell
-420
Closed -$15K – 1379
2013
Q4 		$15K Buy
+420
New +$13K 0.01% 788

Other funds holding RJF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return

Winslow Evans & Crocker's RJF Position: Q1 2016 in Review

Winslow Evans & Crocker sold out of Raymond James Financial (RJF) in Q1 2016, closing a stake of 84 shares — an estimated $3.19K sold.

Winslow Evans & Crocker first reported a position in RJF in Q4 2013 and held it in 3 quarters. The position peaked at $15K in Q4 2013. 330 funds tracked by Wall St. Rank hold RJF as of Q1 2016.

  • Winslow Evans & Crocker reported no remaining Raymond James Financial position as of Q1 2016 after selling out during the quarter.
  • Winslow Evans & Crocker sold 84 Raymond James Financial shares in Q1 2016, an estimated $3.19K.
  • Winslow Evans & Crocker first reported a position in Raymond James Financial in Q4 2013 and held it in 3 quarters.
  • Winslow Evans & Crocker's Raymond James Financial position peaked at $15K in Q4 2013.
  • 330 funds tracked by Wall St. Rank held Raymond James Financial as of Q1 2016.

Based on Winslow Evans & Crocker's 13F filing for Q1 2016, filed 20 Apr 2016.